Frank Rimerman Advisors’s PepsiCo PEP Stock Holding History

Frank Rimerman Advisors’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.26M	Buy	21,019 +247	+1%	+$38.5K	0.21%	78
2025 Q4	$2.98M	Buy	20,772 +2,931	+16%	+$431K	0.19%	89
2025 Q3	$2.51M	Buy	17,841 +4,377	+33%	+$625K	0.16%	103
2025 Q2	$1.78M	Buy	13,464 +3,555	+36%	+$479K	0.12%	132
2025 Q1	$1.49M	Buy	9,909 +14	+0.1%	+$2.08K	0.12%	140
2024 Q4	$1.5M	Sell	9,895 -1,501	-13%	-$246K	0.11%	134
2024 Q3	$1.94M	Sell	11,396 -679	-6%	-$117K	0.14%	119
2024 Q2	$1.99M	Buy	12,075 +11,999	+15,788%	+$2.07M	0.14%	118
2024 Q1	$13.3K	Hold	76	–	–	﹤0.01%	166
2023 Q4	$12.9K	Buy	+76	New	+$12.6K	﹤0.01%	161

Other funds holding PEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Frank Rimerman Advisors's PEP Position: Q1 2026 in Review

Frank Rimerman Advisors increased its PepsiCo (PEP) stake by 1.2% in Q1 2026, buying an estimated $38.5K and bringing the position to 21,019 shares worth $3.26M. The position accounts for 0.21% of the portfolio, ranked #78.

Frank Rimerman Advisors first reported a position in PEP in Q4 2023 and has held it in 10 quarters since. 3,533 funds tracked by Wall St. Rank hold PEP as of Q1 2026.

Frank Rimerman Advisors held 21,019 shares of PepsiCo worth $3.26M as of Q1 2026.
Frank Rimerman Advisors bought 247 PepsiCo shares in Q1 2026, an estimated $38.5K.
PepsiCo made up 0.21% of Frank Rimerman Advisors's portfolio in Q1 2026, its #78 holding.
Frank Rimerman Advisors first reported a position in PepsiCo in Q4 2023 and has held it in 10 quarters since.
3,533 funds tracked by Wall St. Rank held PepsiCo as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.